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Last Updated: Aug 02, 2026

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Step 4: Books

Although this is the oldest source to study, books are the most efficient option to prepare for any certification exam. They are considered to be very popular to form or create a strong base for your test. The market place is flooded with guides that can help the applicants build that strong foundation and familiarity with all the exam topics and subtopics. The candidates for Microsoft MB-240 can refer to the books listed below to prepare with great deliberation:

  • Latest Microsoft Dynamics 365 Field Service Exam MB-240 Questions and Answers;
  • Exam MB-200 & MB-240: Dynamics 365 for Field Service Functional Consultant Associate.

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The average salary for the professionals with this certification can go as high as $141,084 per annum.

Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx

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Topics of MB-240: Microsoft Dynamics 365 for Field Service Exam

Candidates should apprehend the examination topics before they begin of preparation. because it'll extremely facilitate them in touch the core. Our MB-240 exam dumps will include the following topics:

1. Configure field service applications (20-25%)

Configure general settings

  • Determine and configure resource scheduling options
  • Implement resource roles and categories
  • Determine and configure skill types
  • Set defaults for work orders, bookings, the schedule board, and agreements
  • Identify and configure field service entities
  • Configure territories, postal codes and organizational units
  • Determine and configure product and service categories
  • Determine and configure field service security roles
  • Configure proficiency models
  • Configure characteristics and skills

Configure product and service pricing

  • Associate products and services with price lists
  • Configure minimum charge amount and duration
  • Determine when a product has a default list price and a work order price list
  • Set up price list validity dates
  • Add products and services to incidents
  • Create a product or service
  • Define tax codes

Configure bookable resources

  • Define work hours for resources
  • Set up bookable resource categories, characteristics, and resource pay types
  • Define start and end locations for resources
  • Set up bookable resource territories
  • Enable mapping functionality
  • Manage bookable resources
  • Set up resource pools and crews
  • Configure geocoding

Integrate other tools with Field Service

  • Using Push Notifications on the mobile app
  • Determine uses for Remote Assist
  • Benefits of Connected Field Service
  • Benefits of using Resource Scheduling Optimization

2. Manage work orders (15-20%)

  • Configure work order lifecycle stages
  • Configure work orders, work order types, and priority
  • Configure booking status and work order status values
  • Configure uses and capabilities for billing accounts, service accounts, and sub-accounts

Create and manage work orders

  • Identify processes to close a work order
  • Create a work order from an incident or an opportunity
  • Add status and sub-status information to a work order
  • Associate a work order and a price list
  • Organize work orders and resources by geography

Manage incidents

  • Attach Guides to Service Tasks
  • Configure service task types
  • Configure Requirement Groups
  • Configure Requirement Groups
  • Configure incident types
  • Add service tasks, products, and services

3. Schedule and dispatch work orders (20-25%)

Manage scheduling options

  • Determine when to use each scheduling option
  • Move incomplete work orders
  • Enable scheduling board geocoding
  • Manually schedule work orders
  • Reassign and reschedule work orders
  • Schedule work orders using Schedule Board and Schedule Assistant
  • Understand resource utilization

Implement the Schedule Board

  • Create additional schedule boards
  • Configure schedule boards
  • Implement the integrated map feature
  • Customize the schedule board
  • Facility Scheduling
  • Identify features and uses for Booking Requirements view
  • Define booking rules

Implement the Schedule Assistant

  • Specify a search radius
  • Filter data
  • Apply constraints to resource queries

Configure Resource Scheduling Optimization (RSO)

  • Create optimizing profiles
  • Define objectives and constraints
  • Configure optimization of resources
  • Geocoding for travel time

Configure Universal Resource Scheduling

  • Configure an entity to be schedulable
  • Configure URS for field service
  • Determine Universal Resource Scheduling use scenarios
  • Create requirement views
  • Components of Universal Resource Scheduling
  • Fields passed from work order to requirements

4. Manage field service mobility (10-15%)

Install and configure the mobile app

  • Integrate with Dynamics 365 Guides
  • Administer connected devices
  • Configure the mobile app
  • Assign security roles
  • Configure actions that field agents can perform
  • Configure display customizations
  • Add Guides to HoloLens app

Manage mobile projects

  • Modify configuration settings
  • Publish a mobile project
  • identify project artifacts that can be modified or edited
  • Mobile Device Management, security and synchronization

5. Manage inventory and purchasing (10-15%)

Manage inventory

  • Adjust inventory levels
  • Transfer inventory
  • View product inventory
  • Determine when to integrate inventory with Enterprise Resource Planning application
  • Set up inventory and warehouses

Manage purchasing and product returns

  • Finalize returns
  • Determine product return options
  • Create return merchandise authorizations (RMAs) and return to vendor (RTV)
  • Determine the purchase order process
  • Create a list of receivable products for a purchase order
  • Create purchase orders

6. Manage assets and agreements (10-15%)

Create and manage agreements

  • Define Service Level Agreements (SLAs)
  • Define and configure agreement preferences and settings
  • Enable SLAs
  • Configure automatic generation of bookings
  • Configure automatic generation of invoices
  • Determine when to use agreements
  • Using Entitlements
  • Add an SLA to a Work Order

Manage customer assets

  • Associate work orders with customer assets
  • Create and register customer assets
  • Manage IoT devices
  • Determine opportunities for Internet of Things (IoT)
  • Create child assets
  • Configure products to auto-create customer assets
  • Configure Connected Field Service

Instantly download of MB-240 study questions

As long as you have made a decision to buy our MB-240 training material, you can receive an email attached with MB-240 study questions in 5-10 minutes, and then you can immediately download the training material with no time wasted. In this way, you can absolutely make an adequate preparation for this MB-240 real exam. The more practice of MB-240 study questions will result in good performance in the real test.

Microsoft MB-240 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Work Order Management25%- Manage work orders lifecycle
  • 1. Manage incidents and service tasks
    • 2. Create and manage work orders
      Topic 2: Field Service Mobile and Customer Experience20%- Customer engagement
      • 1. Service feedback management
        • 2. Customer communication workflows
          - Mobile app configuration
          • 1. Enable offline capabilities
            • 2. Configure Field Service mobile app
              Topic 3: Schedule and Dispatch Work20%- Resource scheduling
              • 1. Use schedule board
                • 2. Optimize scheduling and routing
                  Topic 4: Configure Dynamics 365 Field Service20%- Configure Field Service settings
                  • 1. Configure organizational units and resources
                    • 2. Set up Field Service parameters
                      Topic 5: Manage Inventory and Assets15%- Inventory management
                      • 1. Track customer assets
                        • 2. Manage products and stock
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